Sarah Sikorski, CPA, CFP®

Sarah Sikorski, CPA, CFP®
DIRECTOR, WEALTH MANAGEMENT

Recent Posts

4 ways to reduce tax bracket in high income year

6 Strategies to Reduce Taxable Income for High-Earners

It's an old adage, but one that especially rings true as we gear up for tax season: if you fail to plan, you plan to fail. Tax planning is a crucial component of any comprehensive financial plan and...
April 20, 2026

How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings

April 08, 2026

BP HSA Tax Benefits & Investment Strategies To Consider in Open Enrollment

February 23, 2026

How to Use Cash Reserves as an Emergency Fund for Retirement

February 13, 2026

How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions

January 23, 2026

How to Select Retiree Medical Health Benefits for BP Professionals

November 25, 2025

When to Hire a Financial Advisor and When You Shouldn’t

June 27, 2025

How to Evaluate BP Disability Insurance Costs & How Much You Need

March 18, 2025

Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP

March 04, 2025